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    Billionaire Buys: 3 Stocks Getting Heavy Interest - 12/27

    Ian Cooper
    Saturday, December 27, 20256 min read
    Billionaire Buys: 3 Stocks Getting Heavy Interest - 12/27

    signal, not a guarantee.

    The real edge comes from using that signal the right way, asking: What could break the trade?

    Below are three names drawing notable billionaire and insider interest, along with the key drivers, what we want to see next, and the risks to keep in view.

    Company: Nike (SYM: NKE)

    Nike slid from about $69 to a low of $56.99 on weak China sales, declining gross margins, and a cautious outlook. In other words, the market hit the stock with a classic “growth reset”: weaker demand signals plus profitability pressure.

    But while the headline numbers looked rough, What we’re watching next for Nike

    • Gross margin trajectory: Margin pressure is often what keeps institutional buyers sidelined. Improvement here can re-rate the stock.

    • Forward guidance tone: The market is very sensitive to the Bottom line: Nike isn’t out of the woods yet, but insider confidence at these levels is an encouraging data point. If margins and China trends stabilize, the stock can rebuild a bullish base. If they don’t, rallies may remain tactical rather than durable.


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    Company: Alphabet (SYM: GOOG)
    Billionaires position around the AI buildout

    In the third quarter, billionaires jumped into Alphabet (SYM: GOOG).

    • Warren Buffett’s Berkshire Hathaway bought more than 17.8 million shares.

    • Stanley Druckenmiller’s Duquesne Family Office initiated a new position, buying 102,200 shares.

    • Philippe Laffont’s Coatue Management bought about 2.1 million shares.

    That’s a strong “cluster” of interest. When multiple high-profile, process-driven investors build positions in the same period, it often reflects a shared conclusion: the risk/reward has improved.

    Technically, after catching support around $300, GOOG is starting to pivot higher. From here, we’d like to see a rally to at least $350 in the first quarter of 2026—ideally on improving breadth and steady volume, which tends to signal institutional sponsorship.

    What we’re watching next for Alphabet

    • Capex discipline: AI infrastructure can be expensive; investors watch whether spend is translating into durable earnings power.

    • Regulatory and competitive pressures: Even great businesses can underperform if headline risk dominates.

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    Company: D-Wave Quantum (SYM: QBTS)

    Quantum computing is gaining attention again—and D-Wave (QBTS) is one of the names benefiting from renewed interest.

    Billionaire Ken Griffin’s Citadel increased its stake in QBTS by 201% by adding 169,057 shares.

    D-Wave also announced the availability of its Advantage2 quantum computing system. CEO Alan Baratz called it a milestone for both D-Wave and the broader industry, arguing it can solve certain hard problems outside the reach of even major GPU-based classical supercomputers (as quoted by Seeking Alpha).

    Now, the important part: quantum computing remains early. The opportunity is massive, but so is the uncertainty. These stocks can move sharply on announcements, sentiment cycles, and risk-on/risk-off swings—often well ahead of fundamentals.

    What we’re watching next for D-Wave

    • Cash burn and funding risk: Early-stage tech can face dilution risk if capital markets tighten.

    • Volatility management: Position sizing and entry discipline are non-negotiable in names like this.